Plan5500

Albertson, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Albertson, NY has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $125,226,749 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Albertson

  • 6 loaded plans hold $125.2M in reported assets across 4 sponsors.
  • The largest, Henry Viscardi School Defined Contribution Plan, holds 40% of reported Albertson plan assets.
  • Plans cover 1,078 participants — about 180 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$125.2MSummed across loaded plans$125,226,749
Total reported assets$125.2M$125,226,749
Total reported participants1.1K1,078
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$125.2M total assets
Net assets$125.2MLiabilities$0
Contributions & income
Employer contributions$609.2K
Participant contributions$1.5M
Total income / additions$18.9M
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$8.1M
Net increase / (decrease)$10.8M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albertson, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Albertson market comparison

Largest plan share of assets40%Henry Viscardi School Defined Contribution Plan
Participants per plan180Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Albertson

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Henry Viscardi School Defined Contribution Plan$49.8M
    Henry Viscardi School · 2023
  2. 2
    Ahmuty, Demers & Mcmanus 401(K) Plan$33.7M
    Ahmuty, Demers & Mcmanus · 2023
  3. 3
    The Viscardi Center, Inc. Defined Contribution Plan$31.9M
    The Viscardi Center, Inc. · 2023
  4. 4
    Kirkiles & Kotiadis Llp Employee Profit Sharing Plan$9.8M
    Kirkiles & Kotiadis Llp · 2023
  5. 5
    Group Insurance Plan For The Employees Of Henry Viscardi Schoolnot reported in the loaded dataset
    Henry Viscardi School · 2023
  6. 6
    Ahmuty, Demers & Mcmanus Wrap Benefit Plannot reported in the loaded dataset
    Ahmuty, Demers & Mcmanus · 2023

Largest plans in Albertson → · Albertson plans by participants → · Albertson plans with financial data → · Albertson plans with provider compensation → · $1B+ plans in Albertson →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Albertson, NY?
6 plan(s) reported by 4 sponsor(s) are loaded for Albertson, NY.

Related Form 5500 pages